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Size ($ in 1000's)
At 03/31/2024: $128,931
At 12/31/2023: $120,149
North Ridge Wealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from North Ridge Wealth Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the North Ridge Wealth Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by North Ridge Wealth Advisors Inc..
In the North Ridge Wealth Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by North Ridge Wealth Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the North Ridge Wealth Advisors Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAC) |
1,027,276 |
+45,567 |
$32,821 | | DFAC | 1,027,276 | +45,567 | $32,821 | | DIMENSIONAL ETF TRUST (DFAX) |
447,324 |
+7,437 |
$11,380 | | DFAX | 447,324 | +7,437 | $11,380 | | VANGUARD SCOTTSDALE FDS (VGIT) |
176,276 |
+12,722 |
$10,321 | | VGIT | 176,276 | +12,722 | $10,321 | | VANGUARD WORLD FD (EDV) |
103,845 |
+5,323 |
$7,955 | | EDV | 103,845 | +5,323 | $7,955 | | DIMENSIONAL ETF TRUST (DFIC) |
277,999 |
+8,081 |
$7,436 | | DFIC | 277,999 | +8,081 | $7,436 | | VANGUARD WHITEHALL FDS (VWOB) |
101,731 |
+5,405 |
$6,496 | | VWOB | 101,731 | +5,405 | $6,496 | | VANGUARD MALVERN FDS (VTIP) |
126,267 |
+9,329 |
$6,047 | | VTIP | 126,267 | +9,329 | $6,047 | | MICROSOFT CORP |
13,907 |
-100 |
$5,851 | | MSFT | 13,907 | -100 | $5,851 | | ISHARES TR (IGOV) |
116,130 |
+6,847 |
$4,602 | | IGOV | 116,130 | +6,847 | $4,602 | | AMERICAN CENTY ETF TR (AVRE) |
100,438 |
+113 |
$4,247 | | AVRE | 100,438 | +113 | $4,247 | | DIMENSIONAL ETF TRUST (DFEM) |
156,128 |
+11,027 |
$3,980 | | DFEM | 156,128 | +11,027 | $3,980 | | AMERICAN CENTY ETF TR (AVUS) |
36,359 |
UNCH |
$3,254 | | AVUS | 36,359 | UNCH | $3,254 | | DIMENSIONAL ETF TRUST (DFGR) |
126,924 |
+13,297 |
$3,240 | | DFGR | 126,924 | +13,297 | $3,240 | | ISHARES TR (REET) |
92,589 |
+587 |
$2,193 | | REET | 92,589 | +587 | $2,193 | | DIMENSIONAL ETF TRUST (DFNM) |
34,358 |
+377 |
$1,652 | | DFNM | 34,358 | +377 | $1,652 | | VANGUARD INDEX FDS (VTV) |
10,121 |
UNCH |
$1,648 | | VTV | 10,121 | UNCH | $1,648 | | VANGUARD INDEX FDS (VUG) |
4,287 |
UNCH |
$1,476 | | VUG | 4,287 | UNCH | $1,476 | | SCHWAB STRATEGIC TR |
29,386 |
+155 |
$1,441 | | SCHR | 29,386 | +155 | $1,441 | | VANGUARD INDEX FDS (VTI) |
5,353 |
UNCH |
$1,391 | | VTI | 5,353 | UNCH | $1,391 | | AMERICAN CENTY ETF TR (AVDE) |
19,848 |
+2,037 |
$1,265 | | AVDE | 19,848 | +2,037 | $1,265 | | UNITEDHEALTH GROUP INC |
2,169 |
-105 |
$1,073 | | UNH | 2,169 | -105 | $1,073 | | DIMENSIONAL ETF TRUST (DFUS) |
14,622 |
UNCH |
$833 | | DFUS | 14,622 | UNCH | $833 | | VANGUARD INDEX FDS (VNQ) |
9,590 |
+47 |
$829 | | VNQ | 9,590 | +47 | $829 | | ISHARES TR (ITOT) |
6,290 |
-196 |
$725 | | ITOT | 6,290 | -196 | $725 | | PIMCO ETF TR (ZROZ) |
9,111 |
-338 |
$722 | | ZROZ | 9,111 | -338 | $722 | | VANGUARD INTL EQUITY INDEX F (VNQI) |
14,925 |
+643 |
$629 | | VNQI | 14,925 | +643 | $629 | | ISHARES TR (STIP) |
5,916 |
-134 |
$588 | | STIP | 5,916 | -134 | $588 | | BOEING CO |
2,795 |
UNCH |
$539 | | BA | 2,795 | UNCH | $539 | | AMERICAN CENTY ETF TR (AVEM) |
8,624 |
+44 |
$500 | | AVEM | 8,624 | +44 | $500 | | DIMENSIONAL ETF TRUST (DFSU) |
14,240 |
-148 |
$490 | | DFSU | 14,240 | -148 | $490 | | DIMENSIONAL ETF TRUST (DFSI) |
13,955 |
+40 |
$470 | | DFSI | 13,955 | +40 | $470 | | ROCKWELL AUTOMATION INC |
1,410 |
UNCH |
$411 | | ROK | 1,410 | UNCH | $411 | | ISHARES TR (EMB) |
4,493 |
UNCH |
$403 | | EMB | 4,493 | UNCH | $403 | | DIMENSIONAL ETF TRUST (DFSE) |
11,571 |
+277 |
$373 | | DFSE | 11,571 | +277 | $373 |  BERKSHIRE HATHAWAY INC DEL |
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$351 | | BRK.B | 835 | UNCH | $351 | | JPMORGAN CHASE & CO |
1,736 |
UNCH |
$348 | | JPM | 1,736 | UNCH | $348 | | TESLA INC |
1,800 |
UNCH |
$316 | | TSLA | 1,800 | UNCH | $316 | | AMERICAN CENTY ETF TR (AVSU) |
3,607 |
+3,607 |
$222 | | AVSU | 3,607 | +3,607 | $222 | | VANGUARD INDEX FDS (VB) |
915 |
-64 |
$209 | | VB | 915 | -64 | $209 |
See Full List: All Stocks Held By North Ridge Wealth Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By North Ridge Wealth Advisors Inc.
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